Govern it

Policy

Your household’s rules, written down once and monitored. Your holdings are measured against the policy you agreed, not a benchmark we chose.

Inside the desk

How Policy works.

Your household’s rules, and where you sit against them. Four things to know, pinned to one screen.

  1. 1What it is

    Your household’s rules, written down once: a range for each holding and cash kept reachable.

  2. 2What you see

    Where you actually sit against every range, and what has drifted outside it.

  1. 3Why it matters

    Without written rules, drift goes unnoticed until it has become a problem.

  2. 4What stays yours

    Finna supplies the template and never suggests a number. A change is a new version.

Held to

Measured against the policy your household agreed, not a benchmark we chose.

An illustrative household. The figures are examples, not advice.

What it does

Rules your household writes once.

The policy is written down

Your household policy sets what the family wants to own and how much of each, as a range for every holding, plus the cash that must always stay reachable. It is agreed once, in plain language. Finna supplies the template and never suggests a number.

You can see where you actually sit

Every holding against its range, in one view: what is within policy, what has drifted above it and by how much. The bonds that quietly grew past their range show as exactly that.

Nothing moves on its own

Finna never rebalances your family’s wealth. When a holding leaves its range, the household is told the same day, and what happens next is its decision.

A policy is never edited in place.

A change is a new version: written down, dated and agreed by the people it binds. Every version stays, so the household can always see what the rules were when a decision was made.

The boundary, written down too.

The household’s rules live on this desk, and so do Finna’s. No investment, tax or legal advice. When a question crosses that line, Freya says so, and the household brings in the specialist it chooses.

The next desk: Investment.

Everything you hold, wherever it is held, measured against your own policy.

Investment